Sugarloaf Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sugarloaf Wealth Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$80.7K	Hold	888	–	–	0.02%	244
2024 Q3	$81.6K	Hold	888	–	–	0.02%	250
2024 Q2	$78.2K	Hold	888	–	–	0.02%	249
2024 Q1	$81K	Hold	888	–	–	0.02%	246
2023 Q4	$70.3K	Hold	888	–	–	0.02%	249
2023 Q3	$64.1K	Hold	888	–	–	0.02%	257
2023 Q2	$66.6K	Hold	888	–	–	0.02%	253
2023 Q1	$63.5K	Hold	888	–	–	0.02%	258
2022 Q4	$60.6K	Hold	888	–	–	0.02%	258
2022 Q3	$56K	Hold	888	–	–	0.01%	269
2022 Q2	$57K	Hold	888	–	–	0.01%	266
2022 Q1	$69K	Hold	888	–	–	0.02%	239
2021 Q4	$76K	Hold	888	–	–	0.02%	234
2021 Q3	$70K	Hold	888	–	–	0.02%	230
2021 Q2	$72K	Buy	888 +35	+4%	+$2.81K	0.02%	226
2021 Q1	$70	Sell	853 -35	-4%	-$2.7K	0.02%	231
2020 Q4	$64K	Hold	888	–	–	0.02%	226
2020 Q3	$53K	Sell	888 -28	-3%	-$1.67K	0.02%	232
2020 Q2	$51K	Sell	916 -8	-0.9%	-$415	0.02%	231
2020 Q1	$41K	Hold	924	–	–	0.02%	244
2019 Q4	$55K	Buy	+924	New	+$53K	0.02%	239

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sugarloaf Wealth Management's IJK Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2024 at 888 shares worth $80.7K. The position accounts for 0.02% of the portfolio, ranked #244.

Sugarloaf Wealth Management first reported a position in IJK in Q4 2019 and has held it in 21 quarters since. The position peaked at $81.6K in Q3 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Sugarloaf Wealth Management held 888 shares of iShares S&P Mid-Cap 400 Growth ETF worth $80.7K as of Q4 2024.
Sugarloaf Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2024.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #244 holding.
Sugarloaf Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $81.6K in Q3 2024.
899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.